Financial Security Advisor

Desjardins; Laval; On-site; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a motivated Financial Security Advisor to join their expanding team. This exciting role involves proactively selling life and health insurance products, assessing client satisfaction, and establishing strong relationships with referral sources. You'll have the opportunity to work in a dynamic environment that values equity, diversity, and inclusion, while also enjoying a competitive salary, flexible vacation, and comprehensive benefits. If you're passionate about helping clients achieve their financial goals and want to grow your career in the financial sector, this is the perfect opportunity for you!

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Strong sales skills with a focus on customer satisfaction.
• Ability to assess client needs and provide tailored insurance solutions.

Responsibilities

• Proactively sell insurance products and services to clients.
• Establish and maintain relationships with referral sources.

Skills

Customer Relationship Management

Sales Skills

Knowledge of French

Education

High School Diploma

Bachelor's Degree in Finance or Business

Job description

Join to apply for the Financial Security Advisor role at Desjardins

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Join to apply for the Financial Security Advisor role at Desjardins

Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec.

As a life and health insurance professional, you're expected to:

• Work as a team as you proactively sell insurance products and services, including life, health, disability and critical illness insurance, based on the needs of Desjardins members and clients.
• Assess client satisfaction and service quality, follow up and make improvements as needed.
• Establish and maintain good relationships with referral sources. Help target and analyze potential member/client files.
• Act on business opportunities and present information to partners so that members and clients can reach their financial goals.
• Help monitor the industry to identify business development opportunities and stay on top of new products and trends.
  
  

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment
• Benefits apply based on eligibility criteria.
  
  

What You Bring To The Table

• Knowledge of French is required
• Must have a valid driver's licence and access to a vehicle
• Available to work Monday to Friday including 2 evenings
  
  

No matter what your career path or formal training may be, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals and education.

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#MVT4

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Life and health insurance (FG)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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